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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,416 | $162,136-72.6% | $152,301-70.8% | $154,746-71.3% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 9.12% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $3,842 | $4,890-21.4% | $4,624-16.9% | $4,379-12.3% |
| Participant deferral / active EE | $3,996 | $8,341-52.1% | $8,004-50.1% | $6,730-40.6% |
| Admin fee / account holder | $39,639 | $15,759+151.5% | $14,398+175.3% | $14,365+175.9% |